7月2日，上千位来自全球各地的客商和专家齐聚上海，参加第四届楼宇科技TRUE大会，共同探讨打造绿 色智慧低碳建筑的前景与路径。他们次日参观的上海美的全球创新园区，展现了绿色智慧低碳建筑的全新 探索与生动样本。 中国建科院 首席科学家徐伟认为， 新型建筑能源系统 ，是 以低碳技术与智能化手段为支撑，通过统筹 光伏、热泵、储能、充电桩等新型能源，形成智能化、低碳化、可持续的建筑能源网络 ，这是一个万亿 级的市场。美的集团副总裁、美的楼宇科技事业部总裁管金伟说，单是高温热泵就是千亿级的市场。 在强大的技术创新力背后，是美的已经形成了从中央研究院、事业部的四级研发体系。美的集团中央研究 院院长孙年祥在作大会主题演讲时，阐述了基础材料的研究与应用在节能低碳技术领域的重要作用。他透 露，下一步，美的将运用 AI技术来筛选和研发新材料，来进一步提升电机、电控、磁悬浮轴承、磁制冷 的效率。 系统裂变：从暖通、电梯到生态 在低碳社会、智慧城市的建设过程中，把传统建筑改造为绿色低碳的智慧建筑是很重要的部分。而在建筑 能耗中，暖通空调的能耗占比一般达到三四成，所以降低建筑中暖通空调系统的能耗，便是打造绿色低碳 建筑的重中之重。 伴 ...

近日，海博思创与广州越秀产业投资基金管理股份有限公司（简称"越秀产业基金"）达成战略合 作，双方将共同打造行业标杆级储能产业基金，为优质储能项目提供全生命周期资本护航，深度挖 掘并释放绿色能源资产的价值。 对接需求请扫码 越秀产业基金管理合伙人、董事长卢荣表示，此次签约不仅是两家企业的强强联合，更是金融资本 与储能产业深度协同的创新实践，旨在响应国家"双碳"战略，共筑储能资产高质量发展的新生态。 未来越秀产业基金将持续以金融力量支持战略性新兴产业的发展，推动产业链上下游高效协同，为 社会创造真正有温度、有厚度、有韧性的长期价值。 每日｜荐读 榜单： 「2025投资机构软实力排行榜」评选启动 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 热文： 今年，上市公司热衷做并购基金 据悉，越秀产业基金是越秀资本（股票代码：000987.SZ）旗下私募投资基金管理平台，隶属于广 州市资产规模最大、经济效益领先的国有企业集团——越秀集团。越秀产业基金累计资产管理规模 超1500亿元，形成"母基金投资+股权投资+夹层投资"的业务布局，是粤港澳大湾区领先的产业资 本运营 ...

Core Viewpoint - The article highlights the increasing electricity demand in China due to high temperatures, leading to a focus on optimizing energy use in buildings and promoting green, low-carbon construction practices [1][2]. Group 1: Energy Demand and Building Efficiency - In July, the peak electricity load in China reached a historical high of 1.465 billion kilowatts on July 4, driven by increased use of air conditioning and cooling devices [1]. - The construction industry is prioritizing energy efficiency and the development of high-quality, low-carbon buildings in response to rising energy demands [1]. Group 2: Midea's Global Innovation Park - Midea's Global Innovation Park in Shanghai, with an investment exceeding 7 billion and a building area of 400,000 square meters, showcases advanced technologies that transform buildings into "energy bodies" and "low-carbon engines" [1][3]. - The park features nearly 10,000 square meters of distributed photovoltaic panels, generating an average annual electricity output of 1.8 million kilowatt-hours, which accounts for 10% of the park's total annual electricity consumption [1]. - The photovoltaic system reduces carbon dioxide emissions by 1,732 tons annually and saves 552 tons of standard coal [1]. Group 3: Energy Efficiency Technologies - Midea has developed a magnetic levitation variable frequency centrifugal chiller, which improves energy efficiency by over 50% compared to traditional equipment, contributing to the park's low-carbon cooling system [2]. - The iBUILDING digital platform developed by Midea connects thousands of devices, optimizing energy consumption through real-time data monitoring and AI-driven strategies [2][3]. Group 4: Challenges and Solutions in Green Building - The green building sector faces challenges such as inconsistent local standards, financing difficulties for small and medium-sized renovations, and a lack of comprehensive carbon data [2][3]. - Midea is addressing these challenges by creating a "carbon ledger" through the iBUILDING platform, which tracks materials and operations, and by collaborating with partners like State Grid to innovate energy management solutions [3]. Group 5: Transformation and Ecosystem Development - Midea is evolving from a manufacturing giant to an enabler of building energy efficiency, integrating hardware and software solutions to create a comprehensive service for smart buildings [3]. - The company emphasizes the importance of ecological harmony and collaboration across the industry, positioning itself as a leader in the green building revolution [3].

Core Viewpoint - Green finance is becoming a significant force in promoting sustainable economic and social development, particularly in the context of China's "dual carbon" goals [1][2]. Group 1: Project Details - The project involves a loan of 36 million yuan for the construction of 23 charging stations in three cities: Nanning, Liuzhou, and Yulin, located in Guangxi Zhuang Autonomous Region [1]. - The charging stations will be strategically placed in key areas such as commercial districts, transportation hubs, industrial parks, and residential areas, enhancing the convenience and service coverage for electric vehicle users [1]. Group 2: Financial Institution's Role - Industrial Bank's Changsha branch has actively promoted green finance and increased financial support for green industries, particularly in renewable energy [2]. - The successful implementation of this charging station project is seen as a significant demonstration of the bank's commitment to supporting regional green economic development [2]. Group 3: Macro Perspective - The rapid development of the electric vehicle industry necessitates the construction and rational layout of charging infrastructure, which is crucial for the growth of the new energy vehicle ecosystem in Guangxi [2]. - The project is expected to facilitate the green and low-carbon transformation of the transportation sector, create more job opportunities, and stimulate economic growth in the region [2].

风光装机抢装进入高潮，火电电量增速由负转正 [Table_Industry] —电力行业 5 月月报 [Table_ReportDate] 2025 年 7 月 7 日 证券研究报告 行业研究 [行业月报 Table_ReportType] 电电力行业 投资评级 看好 上次评级 看好 [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：011-83326712 邮 箱：zuoqianming@cindasc.com 李春驰 电力公用行业联席首席分析师 执业编号：S1500522070001 联系电话：011-83326723 邮 箱： lichunchi@cindasc.com 化工行业： 邢秦浩 电力公用分析师 执业编号：S1500524080001 联系电话：010-83326712 邮 箱：xingqinhao@cindasc.com 唐婵玉 电力公用分析师 执业编号：S1500525050001 邮 箱：tangchanyu@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲 ...

规模为10亿人民币。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 凯辉基金 于 7月7日正式宣布设立凯辉智慧能源基金二期，规模为10亿人民 币。 道达尔能源再次作为基石投资者参与其中，双方将延续前期基金（凯辉智慧新能源基金一期） 成功模式，进一步推动中国新能源产业链的革新，帮助中国企业加速融入全球能源市场 。 此外， 凯辉智慧能源基金二期的设立也得到了重庆渝富高质基金与两江资本的大力支持 。重庆作为 国家明确定位的重要中心城市，正积极推进新型工业化和能源结构升级。此次合作体现了重庆市对新 能源产业发展的坚定支持。 2016年，道达尔能源成为凯辉创新基金一期的重要战略合作方，自此，凯辉与道达尔能源开启了长 期稳固的合作伙伴关系。2019年，凯辉智慧新能源基金一期正式设立，作为凯辉帮助中国企业国际 化的重要合作伙伴及基石投资人，道达尔能源与我们并肩探索了众多创新机遇；此后，双方又在多个 关键项目中持续深化合作，共同推动行业创新和绿色低碳发展；2022年，道达尔能源继续深化与凯 辉基金的合作，成为凯辉创新基金三期的重要战略支持伙伴；2024年5月 ...

得益于四川省对氢能和储能的大力支持，碳际科技计划于7月底在四川成都建立起四十万平米级高性能 碳毡量产基地。未来，碳际公司将以此西南基地为重要依托，持续优化要素组合，不断提高产品市场竞 争力。 在"双碳"大背景下，碳际科技持续打造基于碳纸技术和碳毡技术的两大技术平台，不断拓宽碳纤维复合 材料应用领域，不断丰富和深挖技术、筑牢企业发展护城河，全力为客户提供优质的产品和服务。 碳际科技董事长兼总经理姜永燚表示："本轮获得中金资本领投，和老股东武岳峰资本的跟投投资，充 分体现了投资人对碳际科技发展战略和发展前景的认可。融资将用于加速公司碳毡产品的量产实现，助 力公司产品应用拓展，为实现"以高碳材料成就低碳生活"注入碳际力量"。 碳际科技已成长为国内碳纸气体扩散层代表企业，不仅参与了碳纸相关的多项国家标准制定，更是凭借 优异的产品性能，在市场应用端取得丰硕成果。碳际科技的氢能碳纸产品在2024年突破万平米卷材销 售，在2025年上半年已基本达到去年营收额。公司从2022年底便布局储能电极材料，2023年7月完成产 品开发，2024年6月完成第一代MF产品中试，MF系列产品在160mA/cm2下能够达到86%VE；第二代 ...

Group 1 - The low-carbon green industry has become a significant driver of economic growth in China and globally, with China accelerating its green energy transition and emerging as a leader in the global energy transition field [1] - China has invested significantly in human, material, and financial resources for renewable energy development, leading to a substantial reduction in key green technology costs, making wind and solar power economically competitive with traditional coal [1] - The clean energy investment will play an increasingly important role in China's future economic growth, with the value of the clean energy industry expected to expand further in the medium to long term [2] Group 2 - The transition towards clean, low-carbon, electrified, networked, and intelligent energy systems is a prominent trend in global energy transformation, with the grid becoming a crucial platform for resource allocation [2] - China maintains a significant competitive advantage in the global renewable energy market due to its complete ecological chain, innovation, and market advantages, with its policies impacting global supply, demand, prices, and markets [2] - The past year has seen rapid development in China's energy storage sector, with new energy storage surpassing pumped hydro storage for the first time, marking a historic moment for large-scale development despite increasing competition [2] Group 3 - To promote green low-carbon transformation and establish a new energy system, three strategic directions have been identified: developing emerging industries like solar thermal power and green hydrogen, coordinating local and external project construction, and pursuing overseas and offshore development opportunities [3]

Core Viewpoint - The corn industry is a strategic pillar for China's food security, with significant growth in planting area, yield, and total production expected in 2024, despite short-term market adjustments due to international price fluctuations and rising costs [1][8][14]. Group 1: Industry Overview - The corn processing industry in China has developed a complete industrial chain, from primary processing to modern biobased material research, becoming a key hub for agricultural production and industrial manufacturing [1][5][14]. - Corn processing can be categorized into primary processing and deep processing, producing various products for food, feed, and industrial applications [2][3][5]. Group 2: Current Development Status - In 2024, China's corn planting area is projected to reach 44.74 million hectares, a year-on-year increase of 1.18%, with a yield of 439.4 kg/mu, contributing to a total production of 294.92 million tons, a 2.1% increase from the previous year [1][8][10]. - The total corn consumption in 2024 is expected to reach 31.78 million tons, with industrial consumption growing by 3.07% to 7.94 million tons, driven by innovations in deep processing [12][14]. Group 3: Market Trends - The corn deep processing market size is expected to adjust to 190 billion yuan in 2024, down 6.4% from its peak in 2022, but the long-term growth trend remains solid [1][14]. - The corn processing industry is transitioning towards green and low-carbon practices, focusing on high-value product development such as polylactic acid and functional sugars [24][25][26]. Group 4: Competitive Landscape - The corn deep processing industry in China has a tiered competitive structure, with leading companies like COFCO Technology and Meihua Biological occupying the top tier, focusing on high-value products [20][22]. - The market for corn starch is highly concentrated, with top companies holding over 44% market share, and there is a trend towards differentiation and expansion into biobased materials and other emerging fields [22][24].

据目前安排，若无变动，本周（7月7日到11日）共有1只新股申购，为沪市主板新股华电新能。 7月7日启动申购的沪市主板新股华电新能，是我国五大发电集团之一中国华电风力发电、太阳能发电的 新能源业务最终整合的唯一平台，独享中国华电在新能源项目开发、资源支持等方面的渠道和政策优 势，具备较高行业影响力及行业代表性，公司已逐步发展成为国内最大的新能源发电运营商之一。 本周1股打新 （原标题：今年最低价新股来了！） 本周1只新股申购，新能源发电运营商将登陆A股。 2家公司IPO上会 值得注意的是，截至目前本周（7月7日到11日）将有2家公司IPO首发上会，为拟闯关上证主板的超颖 电子和北交所的北矿检测。 即将上证主板IPO上会的超颖电子主营业务是印制电路板的研发、生产和销售，产品广泛应用于汽车电 子、显示、储存、消费电子、通信等领域，公司以汽车电子PCB为主，是国内少数具备多阶HDI及任意 层互连HDI汽车电子板量产能力的公司之一，与大陆汽车、法雷奥、博世、安波福等全球Tier1汽车零部 件供应商及特斯拉等知名新能源汽车厂商建立了稳定合作。 根据CPCA公布的《第二十四届（2024）中国电子电路行业主要企业营收榜单》， ...